U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEPA, LLC TEPA, LLC 401(K) RETIREMENT PLAN | KANSAS CITY MO | 503 | $30.0M | $362K |
| 2 | FLORES & ASSOCIATES, LLC FLORES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 299 | $14.3M | $132K |
| 3 | PROFIT RECOVERY PARTNERS, LLC PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN | SANTA ANA CA | 113 | $9.0M | $42K |
| 4 |
| LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN |
MINNEAPOLIS MN |
| 656 |
| $25.2M |
| $41K |
| 5 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | BOULDER CO | 573 | $78.2M | $24K |
